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WhitTier Trust Company’s Penske Automotive Group PAG Stock Holding History

WhitTier Trust Company’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.6K Hold
263
– – ﹤0.01% 749
2026
Q1 		$39.1K Sell
263
-671
-72% -$106K ﹤0.01% 768
2025
Q4 		$152K Sell
934
-666
-42% -$110K ﹤0.01% 525
2025
Q3 		$279K Hold
1,600
– – 0.01% 429
2025
Q2 		$275K Hold
1,600
– – 0.01% 478
2025
Q1 		$230K Buy
1,600
+1,337
+508% +$214K 0.01% 498
2024
Q4 		$40.1K Buy
+263
New +$41.7K ﹤0.01% 799

Other funds holding PAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WhitTier Trust Company's PAG Position: Q2 2026 in Review

WhitTier Trust Company held its Penske Automotive Group (PAG) position steady in Q2 2026 at 263 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

WhitTier Trust Company first reported a position in PAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q3 2025. 395 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • WhitTier Trust Company held 263 shares of Penske Automotive Group worth $48.6K as of Q2 2026.
  • WhitTier Trust Company left its Penske Automotive Group share count unchanged in Q2 2026.
  • Penske Automotive Group made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #749 holding.
  • WhitTier Trust Company first reported a position in Penske Automotive Group in Q4 2024 and has held it in 7 quarters since.
  • WhitTier Trust Company's Penske Automotive Group position peaked at $279K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.